TUTORIAL: How to add users to your HubSpot account

Date Published: 07/01/2011
Author: Diana Urban
As a purchaser of HubSpot, you have a number of user logins at your disposal. Most customers use one for themselves and set up additional accounts for colleagues, be it a marketing assistant, IT resource, fellow blogger, or salesperson. Here's how to add a user to your HubSpot account:

1. Go to your HubSpot Settings

Log in to HubSpot, and click your Settings.

Settings

2. Go to Manage Users

Select Manage Users.

User-added image

3. Click "Add a User"

Click the Add User button at the top-right hand of the screen.

Add A User

4. Enter Information for the New User

Enter the email address, first name, last name, and user role of the new user, and then click Add User. There are seven user roles to choose from:
  • Administrator - has access to all applications and settings within HubSpot. This is the role that you should assign to the users who will be setting up and maintaining core aspects of the product, such as user management, domain name, and Salesforce connector settings.  
  • Marketer - has access all HubSpot applications with limited access to settings for Social Media and Analytics. This is the role that you should assign to your marketing managers who will be performing your core marketing tasks, but who don't need access to the more administrative settings in the product. This is only available to HubSpot Professional and Enterprise customers.  
  • Sales Rep - has access to the Prospects application and can view a read only version of any contact profile that they are linked to. They do not have access to the full Contacts tool. This is only available to HubSpot Professional and Enterprise customers.
  • Content Creator - has access to only the Blog, Social Media, Keywords, CTAs, and File Manager applications. This is the role that you should assign to your specialized content creators who need to be able to create and promote content, but don’t need to access apps such as Landing Pages, Emails, or Workflows. This is only available to HubSpot Professional and Enterprise customers.  
  • Business Analyst - has access to all the reporting tools within HubSpot under the Reports section of the navigation. This is the role that you should assign to your business intelligence or marketing analytics team members who need access to your marketing data, but not to content creation or your contacts apps.  This is only available to HubSpot Professional and Enterprise customers.
  • Blog Author - has access to only create and modify content in the Blog app. With this role, the user is not able to publish content. You should use this role for internal or external blog content creators who do not need access to any other apps in the system. This is only available to HubSpot Professional and Enterprise customers.
  • Blog Publisher - has access to create and publish content in the blog. This is the role that you should use for internal or external blog content creators who need to be able to create and publish content to your blog, but who do not need access to the rest of the apps in the system. This is only available to HubSpot Professional and Enterprise customers.
You can see the full application access breakdown here

Manage Users

5. Have the New User Login

Both you and the new user will be notified via email that the account has been created. A new user can create their password by clicking the link in the email notification, and logging in for the first time.
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